Investment Management Solutions
Expert Investment Management
Prudent Wealth provides bespoke investment management solutions meticulously tailored for engineers and analytical professionals. Our approach emphasizes disciplined portfolio management and strategic asset allocation, ensuring that your investments are precisely aligned with your financial objectives. By prioritizing robust risk management, we offer the precision and clarity necessary for achieving sustained long-term success. Our unwavering commitment to personalized service means that your investment strategy is continuously adapted to your evolving needs and changing market conditions. This dedication empowers you with the confidence to navigate your financial future with assurance and control.
The AssetMark Platform
Our firm relies on the AssetMark platform for managing client assets, leveraging its advanced technological capabilities and robust security measures. The platform's sophisticated analytical tools provide in-depth insights into market dynamics and investment performance. This framework enables diversification by asset class and investment approach, constructing portfolios that adapt to market conditions, helping you stay on track toward your long-term financial goals. Only 1.5% of advisors have access to AssetMark's platform.
Strategists
Strategists are meticulously chosen investment providers, evaluated against stringent criteria such as investment philosophy, the expertise of personnel, well-defined processes, and performance consistency with their stated philosophy.
This selection spans a broad spectrum of providers, from major institutions to boutique firms. Regardless of their size, each strategist adheres to our purpose-built approach to investment management, ensuring alignment with our high standards and strategic objectives.
Separately Managed Accounts
A separately managed account (SMA) is a portfolio of assets managed by a professional investment firm. SMAs are increasingly targeted toward wealthy (but not ultra-wealthy) retail investors, with at least six figures to invest. SMAs offer more customization in investment strategy, approach, and management style than mutual funds do.
SMAs offer direct ownership of securities and tax advantages over mutual funds. Investors must do due diligence before committing to a money manager whose discretionary services cost 1% to 3% of assets in the portfolio.
Guided Portfolio Solutions
Our suite of investment solutions is meticulously designed to cater to diverse client profiles and their unique needs. We offer turnkey guided portfolios, risk-managed strategies, and bespoke high-net-worth solutions.
Our Guided Portfolio Solutions provide diversified, comprehensive portfolios, while our Guided Income Solutions deliver turnkey, end-to-end retirement plans aimed at ensuring stable income flows. Each solution and asset allocation strategy is underpinned by rigorous due diligence and the expertise of seasoned investment professionals.